Odoo 14 CRM Advanced Features

Customer Relationship Management (CRM) is a term that refers to the management of customer relationships. In a business enterprise, complex and advanced modern day software manages the client connection. Because of their user-friendliness and capacity to maintain efficient contact between the client and the business company, Odoo's software solutions stand out from the others. The sophisticated software includes tools and features to make business administration simple and painless. CRM is one of Odoo's many tightly linked apps. As a result, it works in tandem with other Odoo apps.

This article will provide a brief overview of Odoo CRM's advanced features.

The CRM tool is a sophisticated and effective tool for every business. CRM is a software program that is used to manage client relationships in a more advanced fashion. It was created with the intention of dealing with both existing and potential consumers. The sophisticated system enables you to examine and verify all leads or opportunities in the same location, as well as evaluate the outcomes. CRM generates well-defined data as a consequence, allowing executives to review the findings with little or no effort. This feature of Odoo provides managers with easy access to the data and allows them to compare and contrast data much more easily. The module saves and combines various results to form a complete visualized data, which can be later analyzed and business can be planned according to the collection or the reviewed data.

Features of CRM in Odoo 14

The sophisticated user interface is one of the most important elements of CRM in Odoo.

The Module's basic and concise user interface provides greater workspace and allows the user to rapidly delve into the data. CRM managers can easily examine the pipeline using Odoo, allowing them to rapidly look through the data and forecast future business results. One of the numerous advantages of CRM in a firm is this function.

An example may be used to demonstrate CRM's user-friendliness. Creating and managing pipelines in Odoo is straightforward and takes only a few minutes. The photos that follow will walk you through the steps.

To create pipelines, just click the ‘Create' or ‘+' buttons, which will transport you to another page as seen in the picture below:

You may start building your pipeline by filling in the company name, opportunity, email, and phone number, as well as the projected income. There is an option here to select the priority level so that the importance of the opportunity may be rated so that you know how essential the transaction is for your organization as it moves ahead. If the business call between you and the customer goes well, you can move the transaction from the ‘New' stage to the ‘Qualified' step by simply dragging the opportunity from the ‘New' stage to the ‘Qualified' stage.

This aids in the appropriate management of work and business flow, as well as the avoidance of any type of misunderstanding or mix-up about the opportunity, so as your company develops, so does your CRM. Sales trailing begins as soon as a fresh lead is introduced, and generally a single person is charged with following up on the client who may become an opportunity, but some companies only designate an employee once the opportunity has been verified. With the pipeline, it's simple to track the likelihood that the client will complete the purchase, and if all of the procedures go smoothly and the consumer decides to proceed with the purchase, the firm may prepare a quotation and send it to the customer. The next step is extremely important and entirely dependent on the customer because if the customer cancels at the last minute, the company will lose a potential buyer, so CRM keeps customers updated on procedures and follows up on them, and after all of this, the quotation becomes a sales order, which is followed by invoice generation, and finally payment.

Odoo makes tracking and managing your sales operations a breeze. You can simply manage and track sales using CRM sophisticated management features linked to sales. And, because the application is tightly connected with Odoo's Sales application, it's simple to combine the functions of the two, and all of the sales demands may be met by CRM alone with the help of the Sales application. And, now that the sales have been resolved, it is critical that you interact with the client. CRM allows you to have direct contact with the customer and plan meetings with them, as well as communicate with them via email, social media platforms, phone calls, and chat inside the module. Everything that happens in your company's customer management sector, including in-going and completed business operations, will be immediately reported to you, and you can track the progress of the process on your CRM application's Dashboard.

Lead promotion is a feature of Odoo's CRM that includes a sophisticated method for promoting the sales of your product via an automated mail system that sends auto-generated emails to customers, and you can assign a salesperson to track the progress of the lead and return it to you, as well as the ability to set lead scoring to determine which leads have the potential to become opportunities. You can analyze your opportunities with advanced filtering and grouping options, and the application can also understand your day-to-day business activities and maintain data accordingly, which is one of the major benefits of using Odoo as your advanced business management system because it saves you time and energy. The data will be organized according to the nature of your day-to-day business by the program itself. 

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